Yesterday I ran a guest post on the short case for Berkshire Hathaway Inc. (NYSE:BRK.A, BRK.B) by S. Raj Rajagopal, an MBA student at Johnson Graduate School of Management at Cornell University. The post generated several requests for the valuation supporting Raj’s short thesis, which Raj has provided and I’ve reproduced below. Here is the valuation [...]
Posts Tagged ‘Short’
Guest post update: Valuation for Berkshire Hathaway Inc. (NYSE:BRK.A, BRK.B) short case
Posted in Stocks, Value Investment, Warren Buffett, tagged Berkshire Hathaway Inc. (NYSE:BRK.A), Berkshire Hathaway Inc. (NYSE:BRK.B), Short, Warren Buffett on March 17, 2010 | 15 Comments »
Guest post: The short case for Berkshire Hathaway Inc. (NYSE:BRK.A, BRK.B)
Posted in About, Short, Stocks, Value Investment, Warren Buffett, tagged Berkshire Hathaway Inc. (NYSE:BRK.A), Berkshire Hathaway Inc. (NYSE:BRK.B), Short on March 16, 2010 | 28 Comments »
S. Raj Rajagopal has provided a guest post outlining his argument for a short position in Berkshire Hathaway Inc. (NYSE:BRK.A, BRK.B). Raj is an MBA student at Johnson Graduate School of Management at Cornell University graduating in May this year. He has worked as a portfolio manager at the Cayuga Fund, LLC, the Johnson Graduate School’s $12M hedge fund, and [...]
Special situation: Short Genaera Corporation (NASDAQ:GENR)
Posted in Genaera Corporation (NASDAQ:GENR), Short, Special Situation, tagged Genaera Corporation (NASDAQ:GENR), Liquidating Value, Liquidation, Short on April 30, 2009 | 2 Comments »
Genaera Corporation (NASDAQ:GENR) is a first for us: a short play. The company has announced that the board of directors has approved a Plan of Liquidation and Dissolution forecasting distributions of between $0.002 and $0.0173 per share contingent on a sale of its assets. We believe the most likely outcome to be a distribution of [...]
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